Financial Advisors
Cambridge, MA
Mission Park Capital is a Registered Investment Advisor founded by Enrique Perez, offering comprehensive financial planning and investment management services to clients nationwide. The firm specializes in personalized financial planning (GrowTogether), portfolio design and management across all account types, college cost planning (CollegeCostsTogether), spending goals and prioritization, and career advisement and coaching. As a fee-only, fiduciary advisor, Mission Park Capital is legally bound to put clients' interests first and invests alongside clients, with transparent pricing and no commissions or outside compensation—making services accessible while preventing conflicts of interest.
Ideal for: Young professionals and first-generation wealth builders, families planning for college costs, career-transitioning professionals, tech workers with equity compensation (RSUs), individuals seeking ongoing financial guidance beyond investment management
Service area: Cambridge, MA and nationwide (in-person and virtual)
Founder-Led Service: Work directly with founder Enrique Perez for personalized planning and portfolio management—your account is not handed off to junior staff. With 25+ years of investing experience and an MBA from Yale School of Management, he brings both expertise and personal investment in your success.
Fee-Only Fiduciary Model: As a Registered Investment Advisor with no commissions, 12b-1 fees, or wrap fees, the firm has no incentive to push products. This fiduciary standard legally requires putting your interests first, not the firm's revenue.
Comprehensive Life-Centered Planning: Beyond investing, Mission Park Capital offers career advisement, college cost planning, tax-aware portfolio design across all account types (401k, IRAs, 529s, taxable), and ongoing guidance on life events—treating finances as part of your broader Personal Board of Directors.
Address: 61 Garfield St Unit 6, Cambridge, MA 02138
Phone: (413) 597-8901
Website: missionparkcapital.com
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